Weekly Snippet

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July 6, 2018
Weekly Snippet

Last Week…

The markets moved like a roller coaster—up one day, down the next! The week ended on more of a down, which was reflected in our funds report.

  • Bonds were up for a change, although very little
  • This was with the exception of High Yield Bonds and Emerging Market Bonds, which were down
  • REITS, which had a negative return reaching almost -10% in February, made strides and now has a positive YTD return of 1.27%! (That’s a pretty big 4 month swing!)
  • S. Equities, with exception of Large Cap Value, have a positive return YTD

Remember, long term investing is a roller coaster ride. There will be ups and downs but we’re ultimately on our way up!

Have a great weekend!

Indexes are listed in respective order to their reference above: Barclays US Corporate High Yield TR USD; Barclays EM TR USD; Citi WGBI NonUSD USD; Barclays US Govt 1-3 Yr TR USD; FTSE NAREIT All Equity REITs TR; MSCI EAFE NR USD; DJ US TSM Large Cap Value TR USD. These materials have been prepared solely for informational purposes based upon data generally available to the public from sources believed to be reliable. All performance references are to benchmark indexes. Performance of specific funds will vary from respective benchmarks. Past performance is not an assurance of future results. Each index cited is provided to illustrate market trends for various asset classes. It is not possible to invest directly in an index. These materials have been prepared solely for informational purposes based upon data generally available to the public from sources believed to be reliable. All performance references are to benchmark indexes. Performance of specific funds will vary from respective benchmarks. Past performance is not an assurance of future results. Each index cited is provided to illustrate market trends for various asset classes. It is not possible to invest directly in an index.